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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,607 | $124,346+108.8% | $111,308+133.2% | $167,536+55.0% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 13.21% | 37.45%-24.2pp | 54.67%-41.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,155 | $5,182-39.1% | $4,487-29.7% | $6,342-50.3% |
| Admin fee / account holder | $3,764 | $10,621-64.6% | $7,965-52.7% | $12,315-69.4% |